Interview Authoring Example: Create Upsell Call Guide

Suppose Vision Corp wants to build a guide to help their sales agents to identify areas where existing customers may be interested in purchasing other products.

Signed in as a Sales manager with author permissions, you can use these steps to author a sales call guide interview for use on upsell calls:

1. From the Interview Definitions page, select Create interview.

2. Give the interview a name (for example, “Upsell Guide”) and select the Sales Call Guide template.

3. Select the object for the interview will be available for (for example, Lead will result in the published interview being shown to a sales agent making a call on a Lead record). You are then ready to begin adding interview content.

4. Use the Introduction page to advise the agent on how to begin the call.
5. Use the data collect questions to gather information about the customer’s business. For example, use a question to ask whether they have a particular business problem.
6. Use fields to collect or confirm data already known about the Lead or Opportunity.
7. Use Conditional visibility on questions to show or hide information based on the responses to previous questions.
8. Optionally, show the Interview Summary page if you would like to include a short summary of key elements of the call.

Note:

Use Assist AI to let AI generate the sales call guide content. Use Author's notes to add any comments that shouldn't be visible to the user. This is useful when you are designing and collaborating with other interview authors or for storing some details about the guide content.